Filings through .
3 of 17 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$1.6M in admin expenses, $271 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
12 funds hold $189M of the plan's $212M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock Equity Index Non-Lendable Fund BlackRock · Collective trust Index | $37.3M | 19.7% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $26.2M | 13.8% |
| Invesco Core Fixed Income Fund Invesco · Collective trust | $25.3M | 13.4% |
| BlackRock MSCI ACWI Ex-U.S. Index Non-Lendable Fund BlackRock · Collective trust Index | $20.4M | 10.8% |
| Eupac Fund Capital Group · Mutual fund | $16.4M | 8.7% |
| American Core Realty Fund LP American Realty Advisors · Other | $14.6M | 7.7% |
| Ullico Infrastructure Tax Exempt Fund Ullico · Other | $11.4M | 6.0% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund | $10.7M | 5.7% |
| Pgim Real Estate US Debt Fund Prudential (PGIM) · Separate account | $10.4M | 5.5% |
| Boston Partners Small/Mid Cap Value Equity Fund Boston Partners · Collective trust | $6.9M | 3.7% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
2 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
2 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 10 of 14 by compensation.
| Provider | Compensation |
|---|---|
BENEFIT PROGRAMS ADMINISTRATION11+ years Service code 14 · EIN 13-2501278 Plan Administrator | $347,602 |
ULLICO2 years Service code 51 · EIN 52-6435649 Investment Mgmt Fees | $165,921 |
ALAN BILLER & ASSOCIATES11+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 27 · EIN 94-2854958 Advisory (Plan) | $115,670 |
NWPS4 years Service code 11 · EIN 04-3721424 Actuarial | $100,800 |
KRAW LAW GROUP7 years Service code 29 · EIN 32-0465891 Legal | $96,538 |
PRINCIPAL CUSTODY SOLUTIONS4 years Service code 21 510 N VALLEY MILLS DR STE 400 · WACO, TX 76710 Bank Trustee | $75,085 |
AMERICAN REALTY ADVISORS1 year Service code 51 · EIN 33-0123114 Investment Mgmt Fees | $74,239 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 51 · EIN 22-1211670 Investment Mgmt Fees | $73,253 |
LOOMIS SAYLES9 years Filed as: LOOMIS, SAYLES & COMPANY, INC. Service code 51 · EIN 04-3200030 Investment Mgmt Fees | $51,734 |
BARROW, HANLEY, MEWHINNEY & STRAUSS11+ years Service code 27 · EIN 75-2403190 Advisory (Plan) | $51,390 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Nancy Teague Lee NWPS Schedule MB | Schedule MB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025